Compare · 2 funds side by side · dividends reinvested

ISCV and DFAS

ISCViShares×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,401ISCV · best of the two

02 / 04

ISCV and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Small Cap Value ETFUS Stock Styles · Small cap0.06%1.86%+19.1%+24.1%+21.1%+9.0%−9.3%14.4%$707M1.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ISCV 2004 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $35.2B$14,758

DFAS

ISCV

iShares Morningstar Small Cap Value ETF · $707M$15,401

$10,000 five years ago, dividends reinvested · they hold 55.8% in common

DFASMeasureISCV

+17.0%Year to dateJan 1 → Nov 4+19.1%

+20.4%1 yearTotal return+24.1%

+19.3%3 years · per year$10,000 became $16,976 · $17,752+21.1%

+8.1%5 years · per year$10,000 became $14,758 · $15,401+9.0%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $186 a year on $10k1.86%

−9.4%Worst dropSmaller is better−9.3%

15.3%VolatilityLower is calmer14.4%

DFASISCV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8ISCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs ISCV: Top 5 Holdings

Today

DFAS

1.4%in top 5

ISCV

in top 52.9%

DFASStockISCV

0.3%SWKS0.6%

not top 5BBY0.6%

not top 5HST0.6%

not top 5JLL0.6%

not top 5RGA0.5%

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common55.8%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs ISCV Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

ISCViShares

+9.0%

5 years, per year

DFASISCVFaded: behind in that period

0–4ISCV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs ISCV

YTD

DimensionalDFAS

+17.0%

ISCViShares

+19.1%

+17.0%Year to date+19.1%

−9.4%Worst drop · 1Y−9.3%

15.3%Volatility · 1Y14.4%

1.0%Yield1.9%

$35.2BAssets$707M

4–0ISCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISCV, DFAS

Today

0.06%lowest, ISCV

FundExpense ratioFee$10k

ISCV0.06%$6

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISCV, DFAS

1.86%highest, ISCV

FundTrailing yieldYield$10k

ISCV1.86%$186

DFAS1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, ISCV

ISCV$186 − $6 = $180

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISCV, DFAS

Today

55.8%most shared, ISCV and DFAS

ISCVDFAS

ISCV—55.8%

DFAS55.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.1%ISCV, at 14.4% volatility

ISCVWorst drop−9.3%14.4% vol

DFASWorst drop−9.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ISCVDFAS

+19.1%Year to date+17.0%

1.9%Yield1.0%

+24.1%Past year+20.4%

0.06%Fee0.30%

4–0ISCV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026